cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
Victor Chor
Level 1

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

 
4 Comments 4
Rea_M
Moderator

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

You'll have to add a character or symbol to one of the company names so you can record them both as your supplier and customer in QuickBooks Online (QBO), @Victor Chor. I'm here to guide you how.

 

When you record the same company name into your supplier and customer lists, QuickBooks will display an error that the info you entered already exists. To possibly record the same name on both lists, you can alter either your customer or supplier info by adding a character or symbol. 

 

You can first add a customer to the list. After that, go to the Expenses menu's Suppliers page to add a new supplier that includes a symbol. You can refer to the screenshots below for your reference.

 

 

Also, you're able to keep your accounts, customers, and suppliers organised in QBO. To do this, you can merge any duplicate data on your list. For the complete details and step-by-step guide, you can refer to this article: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

I'm also including this article to further guide you in managing your business's growth using QBO: QuickBooks Help Articles. It includes topics about customers and income, taxes, and banking, to name a few.

 

Don't hesitate to comment below if you have other concerns about managing your customer and supplier lists in QBO. Stay safe and take care always.

saransh
Level 1

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

Hi.

 

I believe that this is not the feature most of us need. We want to be able to use the same person/company be as our supplier for some products and be the customer for other ones. 

 

The approach provided here gives me the headache of managing 2 profiles which are actually exactly same. Moreover, I don't have the option of reporting both the parties together. I can never get a consolidated statement of the person/company, which creates a lot of issues.

 

Please help me understand why this is and whether you plan to rectify this in the future. 

MirriamM
Moderator

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

Hello there, @saransh.

 

As mentioned by my colleague @Rea_M, the option to add a list of similar names in QuickBooks Online (QBO) is not possible as it'll confuse you. As a workaround, you can add a special character or symbol to one of the names so you can save it without any error.

 

To do this, you can follow the steps provided above. Additionally, to know more about managing your customer and supplier list, see the below articles:

If you ever have questions related to your QuickBooks, just click the Reply button. I'm more than happy to help. Enjoy the rest of your day.

Kris Novi
Level 2

May I know how do I record same company name into supplier list and customer list? It seems can’t be recorded same name into both lists

Is this issue resolved, or Intuit still believe that one organization being a customer and a supplier is a confusing concept?
You have a supplier/customer name and a display name, How confusing it would be to report by "company name" that can already be the same for both, and use a display name (differentiated by a character to indicate a customer or supplier) to record transactions?
Your attitude when you say "it would confuse you" is demeaning.